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Axis Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹73510 Cr | ₹28380 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Jun 2007 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 14.6% | 23% |
| Expense Ratio | 1.39 | 1.58 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179K01CR2 | INF846K01859 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.8% | -2.76% |
| 6 Month | -13.43% | -15.06% |
| 1 Year | 4.53% | 8.03% |
| 3 Year | 23.48% | 14.32% |
| 5 Year | 26.75% | 20.03% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.51% | -11.7% |
| 1 Year | -15.92% | -18.68% |
| 3 Year | 19.18% | 12.8% |
| 5 Year | 23.93% | 15.82% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.63% | 16.93% |
| 3 Year | 19.73% | 19.46% |
| 5 Year | 19.19% | 19.52% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.301% | 15.484% |
| Sharp | 1.022% | 0.471% |
| Beta | 0.855% | 0.82% |
| Alpha | 4.384% | -3.484% |
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Fund Managers
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Fund Manage | 40 | 14 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07457 | 11.8538 |
| Mid Cap | 65.07178 | 66.15303 |
| Large Cap | 5.87501 | 16.73483 |
| Small Cap | 20.97858 | 5.25834 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07457 | 11.75491 |
| Basic Materials | 6.20916 | 9.06746 |
| Consumer Defensive | 4.2274 | 0.55546 |
| Consumer Cyclical | 17.51064 | 19.36871 |
| Financial Services | 24.44368 | 13.74694 |
| Healthcare | 11.9337 | 12.43528 |
| Industrials | 10.37735 | 13.7479 |
| Communication Services | 3.04785 | 2.22236 |
| Energy | 2.69166 | 0.58051 |
| Utilities | 1.37486 | 1.22138 |
| Technology | 10.10907 | 11.21004 |
| Real Estate | - | 4.08905 |
Top Comparisons
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